Lazard Alternatives, LLC (New York)

Lazard Alternatives, LLC is a large advisory firm based in New York. It manages $576.75 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Lazard Alternatives provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lazard Alternatives: assets under management

The assets under management (AUM) of Lazard Alternatives, LLC is $576.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1722% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $576.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lazard Alternatives, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lazard Alternatives, LLC

Christian Frei has been acting as President since 1 Mar 2001. Mark Richard Anderson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christian Frei	Director	1 Mar 2001	Other	4326669
Chris Heasman	Director	1 Mar 2001	Other	2936976
Christopher Lynn Boyatt	Director	1 Mar 2001	Other	1780837
Lazard Asset Management Llc	Member	1 Mar 2001	75% - 100%	122836
Michael Spector Rome	Managing director	1 Mar 2001	Other	1074900
Lazard Llc	Member of lf&co. llc	1 Mar 2001	75% - 100%	51-027809
Nathan Abraham Paul	General counsel	1 Oct 2002	Other	4314144
John Howard Blevins	Chief compliance officer	1 Sep 2004	Other	1983887
Brian David Simon	Chief compliance officer	1 May 2006	Other	1336472
Brian Ken Kawakami	Chief compliance officer	1 Jun 2006	Other	1441148
Brian David Simon	Chief compliance officer	1 Jan 2009	Other	1336472
Mark Richard Anderson	Chief compliance officer	1 Sep 2014	Other	4769151

Indirect Owners

The SEC currently registers 55 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Rue Imperiale De Lyon Sa	Shareholder	1 Jun 1984	50% - 75%	none
Societe Immobiliere Marseillaise Sa	Shareholder	1 Jun 1984	25% - 50%	none
Societe Civile Haussmann Percier	Shareholder	1 Jun 1984	50% - 75%	none
Maison Lazard Cie	Shareholder	1 Jun 1984	50% - 75%	none
Maison Lazard & Cie	Shareholder	1 Jun 1984	50% - 75%	none
Eurafrance Sa	Shareholder	1 May 1988	Other	51-0281097
Azeo	General partner	1 Mar 2000	75% - 100%	51-0312898
Michel Alexandre Davidweill	Chairman, executive committee	1 Mar 2000	Other	603005
Bruno Max Roger	Member- executive committee	1 Mar 2000	Other	2209250
William Ray Loomis	Member-executive committee	1 Mar 2000	Other	1239467
Malesherbes	General member	1 Mar 2000	25% - 50%	none
Gerardo Braggiotti	Member-executive committee	1 Mar 2000	Other	3098249
Kenneth Marc Jacobs	Member-executive committee	1 Mar 2000	Other	1005407
Norman Eig	Member-executive committee	1 Mar 2000	Other	1094225
Credit Agricole	Shareholder	1 Nov 2000	25% - 50%	n/a
Lazard Freres & Co. Llc	Member	1 Mar 2001	75% - 100%	2528
Eurazeo	Owner	1 Apr 2001	75% - 100%	n/a
Michel Alexandre Davidweill	Member of lazard board of lazard llc	1 Jan 2002	Other	603005
Bruno Max Roger	Member- executive committee	1 Jan 2002	Other	2209250
Gerardo Braggiotti	Member of lazard board of lazard llc	1 Jan 2002	Other	3098249
Kenneth Marc Jacobs	Member of lazard board of lazard llc	1 Jan 2002	Other	1005407
Norman Eig	Member-executive committee	1 Jan 2002	Other	1094225
Marcus Ambrose Agius	Member of lazard board of lazard llc	1 Jan 2002	Other	1922895
Antoine Bernheim	Member of lazard board of lazard llc	1 Jan 2002	Other	4503930
Jean Marie Guyot	Member of lazard board of lazard llc	1 Jan 2002	Other	2321064
Alain Merieux	Member of lazard board of lazard llc	1 Jan 2002	Other	4503933
Didier Pfeiffer	Member of lazard board of lazard llc	1 Jan 2002	Other	4503935
Georges Ralli	Member-executive committe	1 Jan 2002	Other	2409720
William John Rucker	Member-executive committee	1 Jan 2002	Other	4378553
David Lee Tashjian	Member-executive committe	1 Jan 2002	Other	1060351
Francois Alain Voss	Member of lazard board of lazard llc	1 Jan 2002	Other	2321072
Bruce Jay Wasserstein	Chairman executive committe of lazard llc, head of lazard llc & member of lazard board of lazard llc	1 Jan 2002	Other	1460475
Michael John Castellano	Member of management committee of lf&co.	1 Jan 2002	Other	2713541
Steven Jeffrey Golub	Member of management committee of lf&co.	1 Jan 2002	Other	1274044
Scott David Hoffman	Member of management committee of lf&co.	1 Jan 2002	Other	2468910
Charles Gould Ward	Member of management committee of lf&co.	1 Jan 2003	Other	872995
Lazard Group Llc	Sole member	1 May 2005	75% - 100%	51-0278097
Lazard Ltd	Shareholder	1 May 2005	75% - 100%	98-0437848
Bruce Jay Wasserstein	Chairman lazard group llc	1 May 2005	25% - 50%	1460475
Laz Md Holdings Llc	Member	1 May 2005	50% - 75%	20-2146423
Lazard Group Finance Llc	Managing member	1 May 2005	Other	20-2281724
Vernon E. Jordan	Director lazard group llc	1 May 2005	Other	4142925
Anthony Andrew Orsatelli	Director lazard group llc	1 May 2005	Other	3139854
Ellis Bradley Jones	Director lazard group llc	1 May 2005	Other	872986
Robert Charles Clark	Director lazard group llc	1 May 2005	Other	1072077
Steven J Heyer	Director lazard group llc	1 Jun 2005	Other	5012481
Lltd 2 S.A.R.L.	Managing member	1 Dec 2005	25% - 50%	98-0467514
Lltd Corp Ii	Managing member	1 Dec 2005	50% - 75%	20-2240387
Lltd 1 S.A.R.L.	Shareholder	1 Dec 2005	75% - 100%	98-0457321
Lltd Corp I	Shareholder	1 Dec 2005	75% - 100%	20-2240308
John Kincaid Shank	Director lazard group llc	1 Jan 2006	Other	5092865
Sylvia Jay	Director lazard group llc	1 Mar 2006	Other	5124014
Michael John Turner	Director lazard group llc	1 Mar 2006	Other	5124006
Hal Stewart Scott	Director lazard group llc	1 Mar 2006	Other	5124473
Ronald J. Doerfler	Director lazard group llc	1 Jun 2006	Other	5170806

Based in New York

The principal office where Lazard Alternatives, LLC performs its advisory services is located at 30 Rockefeller Plaza, New York, NY 10112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-632-6000 or by fax 212-332-1703. The normal business hours are 9:00am-5:00pm on Monday - Friday.